| The English-Speaking Union's Pooled Income Fund is a "group" trust
for donors wishing to contribute smaller amounts to a vehicle
that pays them income for life, saves taxes, and provides a
generous gift for The English-Speaking Union's future. Donors
may contribute cash or appreciated securities to The English-Speaking
Union's Pooled Income Fund and receive quarterly payments for
life, based on the fund's investment performance.
The PIF is particularly attractive when interest rates are
high. Everyone who contributes to the PIF receives the same
payout rate. You are entitled to an income tax charitable
tax deduction for a portion of your gift depending upon the
age and number of beneficiaries chosen. Highly appreciated
stocks or mutual funds are a perfect gift asset because you
will avoid capital gains taxes entirely.
Suggested Minimum: $10,000 (Cash or securities).
Age: 50+
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